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I'm wanting to filter out the accounts that do not have 840 External_Trans_Code, but have more than 3 transactions that are External_Trans_Code 137, 145, and/or 146. Thanks
Use an if expression or set analysis.
Why not using two bookmarks and/or a conditional search?
You can filter this by using a WHERE clause in the script after LOAD if you don't want permanently those values. If you want to filter in a Listbox, please read my sugestion above. If you're want to filter in a expression please follow João Nuno Duarte's sugestion